-42.6%
CCL vs JBLU
-72.4%
+29.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.2% | -5.0% | +1.7% | -0.3% |
| 30D | -17.8% | -23.9% | +6.1% | -3.5% |
| 3M | -18.7% | -11.6% | -7.0% | -14.4% |
| 6M | -11.4% | -0.2% | -11.2% | -15.2% |
| YTD | -24.3% | -3.3% | -21.0% | -28.2% |
| 1Y | -28.8% | -15.4% | -13.4% | -27.7% |
| 3Y | +49.3% | -14.7% | +64.1% | -8.1% |
| 5Y | +1.6% | -70.0% | +71.6% | +51.3% |
| All | -42.6% | -72.4% | +29.8% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JBLU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling